Financial Statement Analysis

This course equips learners with the knowledge and skills to analyze and interpret financial data. This hands-on course provides insights into financial statements, accounting principles, and key metrics, preparing participants to evaluate business performance effectively.

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Access all courses starting at $25/month.

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3 hrs 33 mins

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40 Lessons

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6.5 NASBA CPE Credits

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Language: English

The Financial Statement Analysis Course offers a practical approach to understanding and leveraging financial data. Through detailed lessons on the income statement, balance sheet, and statement of cash flows, learners will grasp the interconnectedness of financial documents.

The course explores essential accounting principles, liquidity and profitability metrics, and advanced concepts like EBITDA. Participants will also work through real-world case studies involving both publicly traded and private companies, applying their learning to real financial data.

Whether you’re new to financial analysis or seeking to enhance your skills, this course delivers the tools needed to analyze and communicate financial insights with confidence.

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In this course, you'll learn...

✅  Understand the components and purpose of income statements, balance sheets, and cash flow statements. 

 ✅  Learn how financial statements interconnect to provide a comprehensive view of business performance. 

 ✅  Master key accounting principles, including the accounting equation, double-entry accounting, and depreciation. 

 ✅  Analyze liquidity, profitability, and efficiency through metrics like EBITDA. 

 ✅  Apply financial analysis techniques to real-world case studies, including data from public and private companies. 

 ✅  Use provided templates and exercises to practice building and interpreting financial models.

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How you'll apply these skills...

  • Evaluate the financial health of a company to support strategic decision-making.
  • Communicate financial insights effectively to stakeholders, enhancing influence and impact.
  • Use metrics and analysis to build persuasive business cases for investments or initiatives.
  • Optimize resource allocation by interpreting financial data for planning and forecasting.
  • Gain practical experience with tools and techniques to confidently handle financial data in professional settings.

Additional Info

📝  Format
      3-6 minute videos, 8 quizzes, and a final exam

🖥️  Field of Study
      Finance

💼  CPEs
      6.5

📋  Prerequisites
      You should have a basic knowledge of Excel (e.g. SUM, AVERAGE, etc.). If you’re not comfortable with Excel, we recommend taking our Microsoft Excel Bootcamp.

Access all courses starting at $25/month.

Corey

Corey is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Corey is a big believer in the power of online learning and community with 15 years of finance and accounting experience.

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.